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IFI Professionals

Software & technology

Software & technology

IT services, software, and SaaS companies gain better visibility and control when accounting, planning, and CRM are implemented and configured to harmonize for a single truth — the reports and dashboards that let you run the business by the numbers.

What we deliver

Tech-specific information management designs: invoicing and revenue recognition; recurring costs tied to recurring revenue; project accounting for the professional services side of the business; KPIs such as MRR and ARR; monthly closing, virtual controllership, reporting, dashboards, and outsourced systems management.

Who we serve

Software and SaaS companies — MSPs, IT services, and hybrid product-and-services operators.

Client outcome

“The key benefit of using IFI’s CPAs and accountants to implement our advanced accounting system was their knowledge of SaaS accounting and operational issues. This expertise allowed my team to focus on their day-to-day responsibilities.” — CFO, Software. (Confirm written consent before naming on www.)

Ready when you are

See how the pieces fit your team.

A short consultation and an honest answer on fit — before anyone signs anything.

Book a consultation